Masterplan Financial Software

Masterplan Financial Software is a software manufacturer and services provider company. In practice that means managing your IT, from help desk to infrastructure, as an outside partner.

Who is it for? Mostly small and mid-sized companies. They also list Manufacturing, so expect those to show up in the feature set. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Masterplan Financial Software is based in Vacaville, California. More on masterplanner.com.

Things worth asking about: response SLAs, onboarding, and what is billed per hour. A short pilot with your real data tells you more than any demo.

If you have worked with Masterplan Financial Software, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.